| J摩根大通·CORE PLUS BOND ETFJCPB |
| 8.29% | 7.02% | $6,018.0万 | 124.8万股 | $4,595.1万 | 99.2万股 | +25.6万股+25.78% | 加仓 |
| SSPDR道富系列信托SPYG |
| 7.43% | 7.38% | $5,389.6万 | 65.0万股 | $4,829.3万 | 60.3万股 | +4.7万股+7.82% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 7.03% | 6.23% | $5,100.8万 | 145.9万股 | $4,075.6万 | 121.7万股 | +24.2万股+19.89% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 6.97% | 7.8% | $5,061.1万 | 58.3万股 | $5,105.8万 | 65.2万股 | -6.9万股-10.59% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 6.12% | 6.99% | $4,437.8万 | 86.8万股 | $4,573.7万 | 97.8万股 | -11.0万股-11.25% | 减仓 |
| V先锋领航指数基金VTV |
| 5.6% | 5.28% | $4,060.8万 | 23.3万股 | $3,456.0万 | 21.5万股 | +1.7万股+7.97% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.47% | 5.18% | $3,970.4万 | 124.9万股 | $3,394.2万 | 114.4万股 | +10.5万股+9.21% | 加仓 |
| V先锋领航指数基金VUG |
| 4.21% | 4.17% | $3,058.0万 | 8.0万股 | $2,731.2万 | 7.3万股 | +6,625股+9.07% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.79% | 3.35% | $2,750.8万 | 21.5万股 | $2,194.3万 | 18.5万股 | +3.0万股+15.97% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.39% | 4.18% | $2,458.4万 | 31.2万股 | $2,738.5万 | 35.7万股 | -4.5万股-12.50% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.22% | 4.86% | $2,334.4万 | 46.0万股 | $3,184.4万 | 63.1万股 | -17.1万股-27.08% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.16% | 3.17% | $2,295.9万 | 83.8万股 | $2,074.0万 | 80.2万股 | +3.6万股+4.48% | 加仓 |
| S道富SLYG |
| 3.06% | 3% | $2,220.3万 | 23.8万股 | $1,964.5万 | 22.9万股 | +9,656股+4.22% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.87% | 2.5% | $2,081.2万 | 20.0万股 | $1,638.1万 | 16.2万股 | +3.7万股+22.98% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 2.69% | 2.95% | $1,950.0万 | 36.3万股 | $1,931.2万 | 37.5万股 | -1.2万股-3.28% | 减仓 |
| S嘉信策略信托SCHD |
| 2.37% | 1.88% | $1,716.4万 | 20.3万股 | $1,233.3万 | 15.9万股 | +4.4万股+28.03% | 加仓 |
| PPacer基金信托COWZ |
| 1.93% | 1.96% | $1,402.8万 | 24.3万股 | $1,282.3万 | 23.5万股 | +7,246股+3.08% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.81% | 1.6% | $1,312.7万 | 6.5万股 | $1,050.3万 | 5.8万股 | +7,833股+13.61% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.68% | 2% | $1,220.1万 | 24.7万股 | $1,311.6万 | 27.3万股 | -2.6万股-9.53% | 减仓 |
| PPacer基金信托CALF |
| 1.65% | 1.53% | $1,199.7万 | 25.8万股 | $998.6万 | 22.9万股 | +2.9万股+12.49% | 加仓 |
| S道富SPYV |
| 1.42% | 1.26% | $1,030.3万 | 19.5万股 | $825.8万 | 16.9万股 | +2.5万股+15.04% | 加仓 |
| V先锋领航指数基金VBK |
| 1.18% | 1.19% | $857.4万 | 3.2万股 | $781.4万 | 3.1万股 | +828股+2.65% | 加仓 |
| IiShares安硕信托IWS |
| 1.14% | 1.19% | $825.1万 | 6.2万股 | $779.1万 | 6.5万股 | -2,136股-3.31% | 减仓 |
| WWEC ENERGY COMIDU |
| 1.07% | 0.96% | $780.1万 | 8.1万股 | $628.4万 | 8.0万股 | +1,019股+1.27% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.01% | 0.97% | $734.5万 | 4.4万股 | $637.5万 | 4.2万股 | +1,430股+3.37% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.86% | 1.06% | $622.7万 | 12.0万股 | $693.6万 | 13.6万股 | -1.6万股-11.78% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.85% | 0.79% | $615.7万 | 7.9万股 | $516.7万 | 6.9万股 | +9,578股+13.88% | 加仓 |
 宝洁PG |
| 0.72% | 0.67% | $519.7万 | 3.0万股 | $437.8万 | 2.7万股 | +3,458股+13.03% | 加仓 |
| V先锋领航·MIDVO |
| 0.66% | 0.64% | $479.6万 | 1.8万股 | $419.2万 | 1.7万股 | +865股+5.00% | 加仓 |
| IiShares安硕信托IUSV |
| 0.58% | 0.59% | $422.5万 | 4.4万股 | $388.8万 | 4.4万股 | +127股+0.29% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.55% | 0.76% | $396.4万 | 5.0万股 | $498.5万 | 6.5万股 | -1.5万股-22.64% | 减仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.32% | $386.4万 | 7,916股 | $210.7万 | 4,398股 | +3,518股+79.99% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 0.5% | 0.59% | $364.9万 | 9.3万股 | $389.3万 | 10.1万股 | -7,999股-7.95% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.49% | 0.44% | $356.1万 | 6.7万股 | $287.0万 | 5.8万股 | +9,356股+16.11% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.48% | 0.44% | $348.6万 | 9.3万股 | $291.3万 | 8.3万股 | +9,772股+11.77% | 加仓 |
 苹果AAPL |
| 0.37% | 0.37% | $265.2万 | 1.1万股 | $239.8万 | 1.1万股 | -3股-0.03% | 减仓 |
| WWisdomTree信托AGGY |
| 0.36% | 0.38% | $263.8万 | 5.9万股 | $245.6万 | 5.7万股 | +1,833股+3.21% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.35% | 0.37% | $254.6万 | 2.4万股 | $239.3万 | 2.5万股 | -955股-3.88% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.28% | 0.31% | $200.4万 | 3.9万股 | $203.6万 | 4.1万股 | -1,420股-3.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.25% | 0.19% | $178.6万 | 3.7万股 | $127.1万 | 2.9万股 | +8,269股+28.47% | 加仓 |
| IiShares安硕信托IJJ |
| 0.22% | 0.22% | $156.5万 | 1.3万股 | $147.2万 | 1.3万股 | -316股-2.43% | 减仓 |
| V先锋领航指数基金VB |
| 0.2% | 0.2% | $144.5万 | 6,093股 | $134.2万 | 6,154股 | -61股-0.99% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.2% | 0.25% | $142.3万 | 4.1万股 | $162.2万 | 5.2万股 | -1.1万股-20.75% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.19% | 0.18% | $137.2万 | 8,224股 | $119.8万 | 7,867股 | +357股+4.54% | 加仓 |
 微软MSFT |
| 0.15% | 0.18% | $112.3万 | 2,609股 | $116.6万 | 2,609股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VAW |
| 0.15% | 0.17% | $111.1万 | 5,252股 | $109.2万 | 5,668股 | -416股-7.34% | 减仓 |
 洛克希德马丁LMT |
| 0.14% | 0.12% | $102.0万 | 1,745股 | $81.5万 | 1,745股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.13% | 0.11% | $96.3万 | 1.1万股 | $74.1万 | 1.0万股 | +939股+8.98% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.11% | 0.11% | $79.2万 | 9,472股 | $74.2万 | 9,472股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.11% | 0.11% | $77.8万 | 2,039股 | $73.0万 | 2,447股 | -408股-16.67% | 减仓 |
